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S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules

S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules

Released Tuesday, 16th April 2024
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S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules

S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules

S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules

S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules

Tuesday, 16th April 2024
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Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey discuss another rule impacted by SECURE 2.0. This particular rule now allows a Simple Plan to be converted to a 401(k) Safe Harbor Plan, mid-year! Listen along to learn how this could be helpful for your employer sponsored 401(k) plan and what this could mean for you.

Visit our website for more information: ⁠⁠⁠⁠⁠⁠⁠Sentinel Pension (sp-tpa.com)⁠⁠⁠⁠⁠⁠⁠

Call us at 225-300-8478

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Music by Adam Vitovsky

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